Okay, I've searched for full-time Business Growth Strategy Consultant roles in Charlotte, NC within the financial services industry, requiring 2+ years of experience and focused on investment product consulting. I have found several positions matching your criteria.

Sure. Here's the analysis:

Job Analysis:

The Business Growth Strategy Consultant role within Wells Fargo's Investment & Product Consulting team is fundamentally about bridging expert investment guidance with actionable, client-focused implementation solutions. The primary purpose of this position is to support investment professionals by providing critical, research-backed insights and helping translate those into tailored portfolio strategies through advisory programs, packaged products, and securities. Success means not only responding accurately and efficiently to inquiries but also proactively enabling advisors with education and marketing resources, ensuring seamless implementation of portfolio solutions. This requires a deep understanding of investment products, regulatory compliance, and the technological environment supporting these solutions. The role’s demand for cross-functional collaboration highlights the complexity of navigating a matrixed organization and balancing inputs from product managers, subject matter experts, and portfolio teams. The candidate must be comfortable operating in a fast-evolving financial landscape, demonstrating strong problem-solving capabilities to handle ambiguous or multifaceted requests, and maintain service excellence through responsiveness and relationship-building. Performance is likely measured by the quality and timeliness of support provided, adherence to compliance standards, and contribution to internal efficiencies within the COE. Mastery in both technical investment knowledge and communication skills is essential, as the role balances detailed research application with educating investment professionals and managing ongoing changes in products and compliance requirements.

Company Analysis:

Wells Fargo is a well-established, diversified financial services powerhouse with vast scale, a multinational footprint, and a complex organizational structure. Positioned as a leading legacy institution, it operates in a highly regulated, compliance-focused industry, where balancing innovation with risk mitigation is a core priority. The company’s culture strongly emphasizes customer-centricity, risk awareness, and operational discipline, reflecting a mission to help clients succeed financially while maintaining rigorous internal compliance. For someone in this consultant role, this environment suggests a fast-paced yet structured workplace where attention to detail, adherence to policies, and proactive risk management are non-negotiable. Given Wells Fargo’s broad reach and emphasis on community banking and investment expertise, this role likely offers significant visibility across teams and stakeholders — demanding professionalism and strategic collaboration. The Investment & Product Consulting team fits strategically within the broader growth and advisory ecosystem as a critical enabler for frontline investment professionals, pointing to this hire’s importance in scaling solution delivery and supporting growth initiatives. Overall, a candidate must be adaptable, comfortable in a matrixed, regulated environment, and aligned with a culture that values compliance, client service, and continuous learning to thrive and contribute meaningfully to the company’s goals.

Absolutely. Here are some mock interview questions that could come up:

• Behavioral: Tell me about a time when you had to explain a complex investment product or strategy to someone without a technical background. How did you ensure they understood?
• Behavioral: Describe an experience where you independently researched a topic to respond to a challenging inquiry. What approach did you take and what was the outcome?
• Behavioral: Can you share an example of how you managed competing priorities or requests from multiple stakeholders within a matrixed organization?
• Behavioral: Tell me about a time you identified a risk or compliance issue in your work and how you addressed it.
• Technical/Role-Specific: How would you approach synthesizing and translating investment guidance from research teams into practical recommendations for financial advisors?
• Technical/Role-Specific: What strategies have you used to keep up-to-date with product updates and technology changes affecting investment implementation?
• Technical/Role-Specific: Explain your experience with handling inquiries over phone and email in a financial services context. How do you maintain clarity and professionalism in such communications?
• Technical/Role-Specific: Walk me through how you would support training and education efforts for investment professionals using new tools and resources.
• Situational: Imagine an investment professional asks for guidance on a product that has recently undergone regulatory changes. How would you ensure they receive accurate, compliant advice promptly?
• Situational: You notice a new technology feature is underutilized by investment professionals due to lack of awareness. How would you address this to improve adoption?
• Situational: If you received conflicting information from different internal teams about portfolio recommendations, how would you resolve the discrepancy and communicate effectively?
• Company Fit/Motivation: Why are you interested in working at Wells Fargo specifically within the Investment & Product Consulting team?
• Company Fit/Motivation: How do you align with Wells Fargo’s focus on risk management and compliance combined with client-centered growth?
• Company Fit/Motivation: Wells Fargo serves a broad client base across many channels. How do you see your role impacting both frontline advisors and the company’s long-term goals?
• Questions for Interviewer: What are the key challenges the Investment & Product Consulting team is currently facing in terms of growth strategy and advisor support?
• Questions for Interviewer: How does Wells Fargo foster ongoing learning and development for consultants in this role, especially regarding evolving investment products and compliance requirements?
• Questions for Interviewer: Can you describe how success is measured for this position within the first 12 months and what support systems are available to achieve those goals?